4071 results found
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RouteOne
We use RouteOne for our purchase processes - purchasing & financing for our dealerships. Things would be more efficient if PandaDoc integrated with the system.
1 vote -
DealerTrack
We need PandaDoc to integrate with DealerTrack which we use to connect dealers with lenders.
1 vote -
Notification of document being viewed after document completion
Goal: With the focus on retention, it's more valuable than ever to know whether a customer/client is considering cancelling/ending the contract. One strong indicator of that is if they view the pandadoc weeks/months after signing it.
Solution: Create a trigger within zapier or make.com when a document is viewed with the ability to filter for documents that have been completed by all participants. This will allow the document creator to be a step ahead in terms of knowing whether a client/customer may be considering ending the contract.
1 vote -
Template Activity Tab
See activity of the template just like on documents. In this case, a template was deleted and the account would like to be able to see who did it.
5 votes -
Bulk upload of documents automatically converting to templates
- Will allow user to mass upload of document to template
1 vote -
4 votes
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Use the "Transfer Data To" feature with the new Advanced Quotes
Use the "Transfer Data To" feature with the new Advanced Quotes
3 votes -
The ability to sign up with any email not only a business email with the custom domain
When you sign up, you can use any email not only the business email with the custom domain.
3 votes -
1 vote
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Option to remove the tiered note/bundle descripton on the Qoute builder
Option to remove the bundle descripton on the Qoute builder
allow the user to remove the tierednote/pricing descripton once volume pricing is chosen
1 vote -
Mass Import Users via CSV
Have the ability to import new Users via a CSV
2 votes -
stop receiving email updates when people joins pandadoc
receiving email updates when people in my company joins panda doc
2 votes -
Generate a template link
An option to generate a link for your template to share it with others, like when sending a document by sharing it via a link.
5 votes -
Cloze CRM
Integrate with Cloze CRM to automatically generate contracts
1 vote -
Automatically reattach the signed docs to leads profiles when switching to a different CRM
PandaDoc to automatically reattach the signed documents to the leads profiles upon switching to a different CRM. (for example: there are documents attached to the Hubspot leads, and those attachments are to be automatically transferred to the respective leads in the new CRM, for instance, Salesforce.)
1 vote -
Create document level custom field/variable
Create a document level or system level custom field/variable so users can store their own internal ID or information.
2 votes -
Export the list of expiring soon documents
Option to export the list of expiring soon documents
2 votes -
Option to show tha IP address on the document
Will allow the user to Add the IP address or auto opulatye it using variables
1 vote -
Option to view documents from removed/archived Workspace
Option to view documents from removed/archived Workspace
1 vote -
PandaDoc Notary via PandaDoc mobile app
PandaDoc Notary via PandaDoc mobile app
4 votes
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